See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,608 | $54,350+50.2% | $82,719-1.3% | $68,494+19.1% |
| Participation rate | 87.0% | 63.9%+23.1pp | 72.6%+14.5pp | 67.9%+19.1pp |
| Annual return | -17.59% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $859 | $2,218-61.3% | $3,009-71.4% | $2,596-66.9% |
| Participant deferral / active EE | $5,667 | $3,246+74.6% | $4,395+28.9% | $4,027+40.7% |
| Admin fee / account holder | $8,799 | $4,395+100.2% | $5,329+65.1% | $5,403+62.9% |